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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
626
New England Private Wealth Advisors
Massachusetts
$1.53M -$126K -4,616 -7%
SPA
627
Sentinel Pension Advisors
Massachusetts
$1.53M -$956K -34,907 -36%
MWA
628
Medallion Wealth Advisors
Connecticut
$1.53M +$231K +8,432 +16%
NHT
629
New Hampshire Trust
New Hampshire
$1.51M -$213K -7,788 -11%
CAP
630
Columbia Advisory Partners
Washington
$1.5M +$500K +18,241 +44%
PVI
631
Pine Valley Investments
New Jersey
$1.49M +$799K +29,179 +97%
GM
632
GeoWealth Management
Illinois
$1.48M -$4.83M -176,293 -75%
SA
633
Stewardship Advisors
Pennsylvania
$1.48M +$251K +9,160 +18%
AWP
634
Atlas Wealth Partners
Pennsylvania
$1.48M +$56.1K +2,050 +4%
JIR
635
James Investment Research
Ohio
$1.47M +$277K +10,108 +21%
CFP
636
Comprehensive Financial Planning
Pennsylvania
$1.47M -$2.3M -84,109 -59%
MFA
637
Millington Financial Advisors
Illinois
$1.47M +$1.65M +60,169 New
FC
638
Financial Consulate
Maryland
$1.46M +$34.7K +1,267 +2%
JCFM
639
JBR Co Financial Management
Oklahoma
$1.45M +$7.23K +264 +0.5%
ACA
640
Aspire Capital Advisors
Washington
$1.45M -$1.05M -38,360 -40%
SC
641
SouthState Corp
Florida
$1.44M +$1.58M +57,665 New
RIS
642
Retirement Income Solutions
Michigan
$1.44M +$33.9K +1,236 +2%
TDWM
643
Topel & Distasi Wealth Management
California
$1.43M -$3.94M -143,797 -72%
YLHM
644
Yelin Lapidot Holdings Management
Israel
$1.43M – – –
SWM
645
Spire Wealth Management
Virginia
$1.41M +$128K +4,676 +9%
GS
646
GWN Securities
Florida
$1.41M +$1.47M +53,710 New
TNA
647
True North Advisors
Texas
$1.39M +$1.52M +55,649 New
AA
648
Ancora Advisors
Ohio
$1.39M +$1.15K +42 +0.1%
LAM
649
L2 Asset Management
Massachusetts
$1.39M +$1.52M +55,442 New
LA
650
LexAurum Advisors
Kansas
$1.38M +$883K +32,236 +140%
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